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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,040 hedge funds and large institutions have $51.7B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+34
Holders Change %
+3.38%
% of All Funds
22.84%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
4.46%
New
93
Increased
502
Reduced
335
Closed
52
Calls
$5.27M
Puts
$7.69M
Net Calls
-$2.42M
Net Calls Change
-$8.34M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$773M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$286M
3
US Bancorp
US Bancorp
Minnesota
+$220M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$159M
5
RJA
Raymond James & Associates
Florida
+$141M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.48B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
4
Jane Street
Jane Street
New York
-$307M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGWAG
201
Elwood & Goetz Wealth Advisory Group
Georgia
$16.4M +$1.98M +17,532 +14%
LF
202
Lee Financial
Texas
$16.3M -$429K -3,790 -3%
CL
203
CPWM LLC
Washington
$16.1M +$407K +3,600 +3%
CM
204
Cornerstone Management
Georgia
$16.1M +$1.82M +16,114 +13%
SF
205
Synovus Financial
Georgia
$15.9M -$1.74M -15,360 -10%
HCA
206
Heck Capital Advisors
Wisconsin
$15.5M +$591K +5,219 +4%
SBWM
207
Sunflower Bank Wealth Management
Arizona
$15.5M +$1.92M +16,957 +14%
LGWM
208
Litman Gregory Wealth Management
California
$15.5M +$43.7K +386 +0.3%
IFA
209
Interactive Financial Advisors
Illinois
$15.5M -$76.3K -674 -0.5%
RT
210
Rockland Trust
Massachusetts
$15.3M -$1.16M -10,248 -7%
HW
211
Hancock Whitney
Mississippi
$15M +$1.35M +11,896 +10%
CWM
212
Chesapeake Wealth Management
Virginia
$15M +$342K +3,019 +2%
SHIM
213
Stone House Investment Management
Pennsylvania
$14.9M +$1.01M +8,951 +7%
DT
214
Diversified Trust
Tennessee
$14.9M +$9.08M +80,260 +156%
SWP
215
Stratos Wealth Partners
Ohio
$14.8M +$343K +3,033 +2%
AssetMark Inc
216
AssetMark Inc
California
$14.8M -$71.5M -631,997 -83%
VIM
217
VCU Investment Management
Virginia
$14.7M -$1.72M -15,188 -10%
PWP
218
Personal Wealth Partners
Minnesota
$14.6M -$3.09M -27,333 -18%
BOH
219
Bank of Hawaii
Hawaii
$14.5M +$12.4K +110 +0.1%
BNP Paribas Financial Markets
220
BNP Paribas Financial Markets
France
$14.4M -$562K -4,964 -4%
AF
221
Arrow Financial
New York
$14.3M -$423K -3,736 -3%
ASN
222
Advisory Services Network
Georgia
$14.3M – – –
Canada Pension Plan Investment Board
223
Canada Pension Plan Investment Board
Ontario, Canada
$14.1M – – –
SCP
224
Silverleafe Capital Partners
Tennessee
$14.1M +$19.1K +169 +0.1%
SFG
225
Summit Financial Group
West Virginia
$14M +$39.5K +349 +0.3%
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